Mission Wealth‘s co-founder and CEO, Seth Streeter, was recently interviewed by Blake Beltram in Wellness Revolutionaries, a new podcast that shines a light on the leaders of the Wellness Revolution – inspiring women and men focused on building a culture of wellness in America.
No matter how thorough our planning is, life inevitably tosses curveballs at us. Often these challenging moments are linked to major life transitions that affect our families, our careers, and our money. Balancing these variables can make arriving at the best decision that much more complicated.
Mission Wealth’s Spotlight on the Team for April is Client Advisor, Pete Woodring. Before joining the Mission Wealth team in 2019, Pete developed a strong portfolio management foundation at US Trust, and deep planning expertise while he partnered with his father at Cypress Partners. In this interview, read about Pete’s love for Sun Valley, Idaho, his knowledge of behavioral finance and his passion for sustainability.
Mission Wealth congratulates Partner and Client Advisor, Tricia Fahnoe, on her recognition in the Pacific Coast Business Times as an outstanding female business leader. For the last fourteen years, the PCBT has recognized the top women in business who have had unique successes in the central coast. These executives play a key role in women’s organizations or large nonprofits.
Once the kids are moved out, it’s just you, your spouse, and whatever is still boxed up in extra bedrooms and the basement. Whether you’re looking for joy or just a little less space and stuff to manage, you might be thinking about decluttering and “downsizing” into a smaller home before you retire.
Are you doing a good job with your retirement savings? That’s a big question that most people have when it comes to their money. Often we compare ourselves to others to see if we are on track.
If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.
Keeping good business records will not only help you stay in business but may also help you increase profits. Your business records let you analyze where your business is and where it’s going. They point out potential trouble spots and serve as a guide to where you want your business to be.
In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples.
Mission Wealth CEO Seth Streeter was a recent guest on the radio broadcast show “Solutions News” with host Rinaldo Brutoco, who is the founder of the World Business Academy.